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Karen Altfest

President & EVP

Karen Altfest focuses on a variety of investment and financial planning issues, including the subject of women and money.  She conducts educational seminars for recent widows and people looking to retire.  Her Financially Savvy Woman™ programs, including the Women’s Financial $pa™, are very popular.\nShe has been cited as a top woman advisor by numerous publications, is listed in "Who’s Who of American Women", and was awarded the Thornton Award by the Ph.D. Alumni Association of the Graduate Center of the City University of New York.\nKaren received her Ph.D. in history from the Graduate Center of the City University of New York. She also holds M.A. and B.A. degrees from Hunter College, is a graduate of McGill University in Montreal, and holds the CFP® designation.